RE: Further Copper exposure - Taseko Mines (TKO)11 Jan 2026 21:56
Gotreal
Thanks for the tip but all my money is staying here.
I wait for the company to be taken over by the likes of South AfricaGlencore 👍
Don’t ignore Jubilee Metals
At the other end of the spectrum from a size perspective we find Jubilee Metals with its humble market cap of R2.7-billion. The share price is up just 6% over 12 months, having completely missed out on the boom in mining stocks that was the key feature of the markets in 2025.
Jubilee sold off its PGM assets in a deal that was agreed before the sector delivered eyewatering returns towards the end of 2025. The transaction recently closed and Jubilee Metals has received the initial cash tranches. As much as this has frustrated punters who watched a PGM rally happen without them, it leaves Jubilee Metals as a pure-play opportunity in copper.
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With so much global focus on this commodity, there are many who see Jubilee Metals as an obvious acquisition target. As a bolt-on deal in the copper space, it makes so much sense.
Perhaps the sector titans first need to fight to see who will emerge as the biggest and most important group for the next era of mining. The egos in this space are almost as big as the balance sheets and Jubilee Metals is a tiny blip on the radar in a world of mining mega-mergers.
But it’s a blip nevertheless, and blips can make money. DM